IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $244M
1-Year Est. Return 27.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$469K
3
+$411K
4
PRMB
Primo Brands
PRMB
+$392K
5
DBI icon
Designer Brands
DBI
+$381K

Top Sells

1
+$438K
2
+$293K
3
+$262K
4
AMGN icon
Amgen
AMGN
+$207K
5
SHOP icon
Shopify
SHOP
+$140K

Sector Composition

1 Technology 20.84%
2 Industrials 19.36%
3 Financials 13.41%
4 Healthcare 10.94%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.63%
2,405
-12
52
$1.36M 0.58%
4,850
53
$1.31M 0.56%
49,673
-233
54
$1.3M 0.55%
15,506
+4,040
55
$1.22M 0.52%
4,361
56
$1.22M 0.52%
10,150
57
$1.2M 0.51%
12,730
-47
58
$1.2M 0.51%
25,410
59
$1.19M 0.51%
22,103
-36
60
$1.17M 0.5%
23,779
-47
61
$1.12M 0.48%
17,926
-250
62
$1.12M 0.48%
14,590
-50
63
$1.1M 0.47%
91,614
-70
64
$1.08M 0.46%
156,885
+19,925
65
$1.03M 0.44%
6,722
66
$992K 0.42%
9,629
-79
67
$985K 0.42%
22,418
+19
68
$951K 0.4%
29,777
+80
69
$935K 0.4%
152,800
+97,775
70
$930K 0.4%
10,370
-88
71
$929K 0.4%
33,351
-2,050
72
$919K 0.39%
27,403
+155
73
$902K 0.38%
4,109
+539
74
$887K 0.38%
34,046
+188
75
$855K 0.36%
4,584
-350
1 2
3
4 5